According to UAnalyze, Taiwan Mobile (3045-TW) reported Q3 data center revenue up 140% year-over-year on November 13, while first-nine-months capital expenditure fell to 6.62 billion NTD, down 25% from the prior year.

The company attributed the decline in capex to its AI data center (AIDC) business model. Taiwan Mobile adopts a light-asset approach for AIDC projects, partnering with real estate developers to handle land, buildings, and power infrastructure while the company leases capacity and installs servers. Under this structure, related capital expenditure is recorded as right-of-use assets and lease liabilities rather than capex, resulting in lower reported capital spending despite rapid facility expansion.

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